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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: edamo who wrote (35271)	4/4/2001 8:29:27 AM
From: Dealer	Read Replies (1) \| Respond to of 65232

Yes! Monday morning quarter backing I could have thrown a dart at the techs......but did not reconize it at the time.......thanks to jpgill.......he pointed KK out to me......before the ballgame. :-) Also it is very difficult for me to short the techs...........not hard to short KK. Thanks for your concern. dealie

To: edamo who wrote (35271)	4/4/2001 8:54:30 AM
From: Venkie	Read Replies (1) \| Respond to of 65232

Now now Ed You kinda liked Rmbs if I recall. Newp does hv a great technology and makes money..p/e is reasonable..I say reasonable. Krem sells donuts and you and I both now that when the selling takes place that it will go down in flames..it's acting like a dot com in 1999. Newp makes some pretty cool eqp for fiber and semi cap eqp. When both those sectors catch their breath then Newp will be on fire.The day traders are playing Krem and will dump it quick with a tech rally. Rmbs had never been a stock that I cared for but I don't know too much about it's technology. I am interested in Qcom if the decline continues.mid to low 30's would catch my wallet...xlnx looks interesting but will sit and watch it.